Excited to be at CERAWeek 2025. Day 1 revealed big questions leaders are grappling with:
AI's Energy Appetite: John Ketchum, CEO at NextEra Energy, and Ruth Porat, President and Chief Investment Officer at Alphabet and Google, explored the question: How can we keep up with AI's growing demands on power, infrastructure, and resilience?
Energy Transition Models: Lorenzo Simonelli, Chairman & CEO at Baker Hughes and Sanjiv Lamba, CEO & Member of the Board of Directors at Linde addressed: What innovative business models and collaborations will unlock a successful energytransition?
AI in Energy: Olivier Le Peuch, CEO at SLB, Jason Zander, EVP at Microsoft, and Emeka Emembolu, Executive Vice President, Technology at BP, delved into: How will AI transform the energy landscape – from improving efficiency to integrating renewables?
LNG & Natural Gas: Cederic Cremers, Executive Vice President LNG at Shell, Jeff Gustavson, President at Chevron Energies, and Takayuki Ueda, President & Chief Executive Officer at INPEX Corporation evaluated: How linked LNG and hashtag#gas markets are advancing, and how can leaders respond to these shifts?
U.S. Energy Strategy: Mark S. Brownstein, SVP Energy transition at EDF, Lindsay See, Commissioner at FERC, Paul Dabbar, Former undersecretary for Science at U.S. DOE, and Jason Bordoff examined the question: How will deregulation, exports, and domestic investment shape America's evolving role in global energy?
Investor Responses: Marcel Van Poecke, Chairman of Energy at The Carlyle Group, John Browne, Chairman and Co-Founder of BeyondNetZero, and Salim Samaha, Partner and Head of Energy at Global Infrastructure Partners analyzed: How are investors adapting their strategies as risk profiles and policies shift?
At SDI, we help clients prioritize key issues they must address and find solutions to optimize energy transitions, investment decisions, and digital transformation. Whether it’s adapting to AI’s energy demands, scaling cleantech solutions, or aligning with shifting policies, we provide the expertise to stay ahead.
What issues do you think should be on the table? Stay tuned for our next CERAWeek post, where we'll outline solutions and market responses emerging from these insightful discussions.